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SOUTHERN CALIFORNIA RECORD

Saturday, November 16, 2024

2022 Fiduciary Attorney Summit on November 8 - 10, 2022

When:

November 8-10, 2022

Hosted By:

Fox Rothschild LLP

People:

Peter S. Myers

Location:

Santa Barbara, CA 

Our 2022 Summit, co-sponsored by The Founders Group, will focus on professional business succession planning.

Attendees will benefit from sessions covering issues affecting engineers and architects, financial practices, fiduciaries, physicians, health care professionals and lawyers.

Our programming will address how to prepare a company for due diligence and understanding the role of the investment banker in professional business succession, in addition to offering a look into the psychology of an owner transitioning their practice.

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